Delegated and Directed Trusts

As a trustee or co-trustee of an individuals' trust assets, we hire an individual’s money manager to handle the investment management of the portfolio, while we hold custody and accept the fiduciary duties of the trust assets.  

Roles of Canandaigua National Trust Company:
  • Administration of the trust according to the trust document.
  • Preparing and filing federal and state fiduciary income tax returns. 
  • Safekeeping of trust assets.
  • Collecting dividend and interest payments.
  • Distribution of income and principal.
  • Fiduciary accounting and record-keeping.
  • Annual administrative account reviews.   
 

P Tarantino

Role of a Money Manager 

Manage investments of the trust portfolio.
reviews

We Work with Your Money Manager

Our goal is to allow your money manager to do what they do best, while leaving the administrative fiduciary responsibilities to a specialized and qualified professional.
 
fiduciary

Fiduciary Duties

This includes, investment management, tax reporting, and distribution.
Rebalancing

Portfolio Rebalancing

This will help to maintain your asset allocation and maximize the likelihood of reaching your goals.
 



Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.  


Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.   

As a trustee or co-trustee of an individuals' trust assets, we hire an individual’s money manager to handle the investment management of the portfolio, while we hold custody and accept the fiduciary duties of the trust assets.  

Roles of Canandaigua National Trust Company:
  • Administration of the trust according to the trust document.
  • Preparing and filing federal and state fiduciary income tax returns. 
  • Safekeeping of trust assets.
  • Collecting dividend and interest payments.
  • Distribution of income and principal.
  • Fiduciary accounting and record-keeping.
  • Annual administrative account reviews.   

P Tarantino

Role of a Money Manager
Manage investments of the trust portfolio.

 
reviews

We Work with Your Money Manager
Our goal is to allow your money manager to do what they do best, while leaving the administrative fiduciary responsibilities to a specialized and qualified professional.

 
fiduciary

Fiduciary Duties
This includes, investment management, tax reporting, and distribution.

 
Rebalancing

Portfolio Rebalancing
This will help to maintain your asset allocation and maximize the likelihood of reaching your goals.

 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.  


Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.   

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